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Disclosery

HEQT SIMPLIFY EXCHANGE TRADED FUN

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HEDGED EQUITY (fund)

88 managers (88 13F filers) reported a position in HEQT shares at 2026-03-31, 7,057,671 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
88
13F filers
88
New
16
Added
29
Reduced
28
Sold out
8
Shares held by filers
7,057,671

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CWM, LLCin group CWM, LLC629,588$19.8M0.05%+24,30313F-HRTimelineGroup
LPL Financial LLC562,601$17.7M<0.01%+103,29013F-HRTimeline
Private Advisor Group, LLC537,227$16.9M0.08%-583,33013F-HRTimeline
WealthPlan Investment Management, LLC371,916$11.7M0.65%-186,47713F-HRTimeline
Leo Wealth, LLC333,880$10.5M0.76%+2,37413F-HRTimeline
ARQ WEALTH ADVISORS, LLC302,463$9.53M1.72%+29,41213F-HRTimeline
Orion Porfolio Solutions, LLC289,699$9.13M0.08%new13F-HRTimeline
Kovack Advisors, Inc.231,418$7.35M0.39%+34,91113F-HRTimeline
WealthPLAN Partners, LLC227,169$7.16M1.38%-77,68513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…223,592$7.04M0.01%+164,55913F-HRTimelineGroup
Independent Wealth Advisors LLC185,810$5.85M5.75%+10,05413F-HRTimeline
TSG Advice Partners, LLC185,666$5.85M0.88%new13F-HRTimeline
HighTower Advisors, LLC180,101$5.67M0.01%+7,92113F-HRTimeline
Meridian Wealth Management, LLC154,632$4.87M0.17%+20,78213F-HRTimeline
Financial Enhancement Group LLC136,560$4.47M0.56%+8,42713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.140,547$4.43M0.01%+19,29113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC135,065$4.25M<0.01%-12,26513F-HRTimelineGroup
Peterson Wealth Advisors, LLC117,132$3.69M0.49%-11,02913F-HRTimeline
OneDigital Investment Advisors LLC112,983$3.56M0.03%+28,84913F-HRTimeline
MML INVESTORS SERVICES, LLC109,841$3.46M0.01%-15,25513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC108,920$3.43M1.05%+2,37513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC107,551$3.39M0.42%-59813F-HRTimeline
Sowell Financial Services LLC106,350$3.35M0.12%+16,18113F-HRTimeline
Sound Financial Strategies Group, LLC100,735$3.17M2.17%013F-HRTimeline
UBS Group AGin group UBS Group AG100,697$3.17M<0.01%-12,02713F-HRTimelineGroup
SMITH, MOORE & CO.99,739$3.14M0.23%-6,88713F-HRTimeline
Dynamic Advisor Solutions LLC92,535$2.91M0.09%-4,17613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…90,549$2.85M0.11%-36,50113F-HRTimelineGroup
Encompass More Asset Management90,511$2.85M0.48%+66,68013F-HRTimeline
Steward Partners Investment Advisory, L…89,952$2.83M0.01%-8,67013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.74,730$2.35M1.72%+10,51013F-HRTimeline
Parallel Advisors, LLC64,518$2.03M0.04%-23,96713F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding64,512$2.03M-6,489Timeline
CAPTRUST FINANCIAL ADVISORS47,977$1.5M<0.01%-74513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,110$1.45M0.01%-27,29713F-HRTimelineGroup
Smartleaf Asset Management LLC45,690$1.41M0.05%+6,04413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,820$1.38M0.03%+8,54613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,969$1.23M<0.01%+2,54413F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…37,310$1.18M0.01%-170,89913F-HRTimelineGroup
Cambridge Advisors Inc.32,539$1.02M0.2%013F-HRTimeline
BFI Wealth Solutions, LLC31,023$974K0.93%-3,86113F-HRTimeline
Bay Rivers Group27,490$866K0.36%+7,72813F-HRTimeline
Cambridge Investment Research Advisors,…25,154$792K<0.01%-3,33713F-HRTimeline
Cetera Investment Advisers22,401$706K<0.01%-1,06413F-HRTimeline
BLUE JEAN FINANCIAL LLC19,112$602K0.5%+3,28013F-HRTimeline
OLD MISSION CAPITAL LLC19,070$601K0.01%+6,15013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,423$580K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,253$449K<0.01%new13F-HRTimelineGroup
MIDDLETON & CO INC/MA13,025$410K0.05%013F-HRTimeline
Western Wealth Management, LLC12,599$397K0.02%-19313F-HR/ATimeline
Heck Capital Advisors, LLC12,300$387K0.03%new13F-HRTimeline
First Heartland Consultants, Inc.11,910$375K0.03%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,301$371K+517Timeline
Thompson David Blair11,443$360K0.21%013F-HRTimeline
Atria Investments, Inc11,259$355K<0.01%new13F-HRTimeline
Brookwood Investment Group LLC11,041$348K0.04%+5213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,850$342K<0.01%+2,72513F-HRTimelineGroup
ATX Financial Planning, LLC10,690$337K0.26%-34,13313F-HRTimeline
Proficio Capital Partners LLC10,470$330K0.02%013F-HRTimeline
Advyzon Investment Management, LLC10,169$320K0.03%+57613F-HRTimeline
Indivisible Partners9,727$306K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,317$293K<0.01%-4,08513F-HRTimeline
Independence Wealth Advisors, LLC9,257$292K0.16%013F-HRTimeline
Betterment LLC9,207$290K<0.01%-10913F-HRTimeline
AE Wealth Management LLC8,230$259K<0.01%+2,29813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,154$257K<0.01%013F-HRTimelineGroup
Plan Group Financial, LLC7,852$247K0.06%+2613F-HRTimeline
Chatterton & Associates Inc.6,915$221K0.15%013F-HRTimeline
Golden State Wealth Management, LLC4,243$134K0.01%-2,74313F-HRTimeline
LANARK FINANCIAL, INC.3,734$118K0.01%-2,29313F-HRTimeline
CGC Financial Services, LLC3,115$98.1K0.03%013F-HRTimeline
Reyes Financial Architecture, Inc.2,863$90.2K0.07%+913F-HRTimeline
Longview Financial Advisors LLC2,421$76.3K0.04%013F-HRTimeline
Sunrise Financial Services, LLC1,745$55K0.04%-19713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,340$42.2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.995$31.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC923$29K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC628$19.8K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/504$15.7K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC286$8.97K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…210$6.62K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN149$4.69K<0.01%-50113F-HR/ATimelineGroup
Security National Bank111$3.5K<0.01%new13F-HRTimeline
Vision Retirement, LLC65$2.05K<0.01%new13F-HRTimeline
Advisory Services Network, LLC53$1.68K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$630<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19$598<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC1$16<0.01%-44913F-HRTimeline